2629770- CPM - Reminder Email Notifications

Symptom

How to trigger reminder e-mail notifications thru Continuous Performance Management page aside from the To Do notifications

Environment

Continuous Performance Management

Resolution

In addition to the To Do notifications that are sent by default, you can now choose to send the following reminder e-mail notifications to a manager or employee based on the number of days set for each:

Trigger notification to employee if number of days since last 1:1 meeting update is equal to or greater than

This notification has been designed to remind employees that they should regularly update their activities, achievements, or other topics (or coaching advice) in Continuous Performance Management. When the employee failed to update the data on or after the days set, the e-mail notifications will continue to be sent every four days, until the employee updates an item in Continuous Performance Management.

In Admin Center, under "E-Mail Notification Templates Settings" page the "Update Status Reminder Notification" should be enabled for this to trigger an e-mail notification.

Trigger notification to manager if number of days since last 1:1 meeting with employee is equal to or greater than

This notification can be selected to remind managers that did not conduct one-on-one meetings with their direct reports, within the number of days set. When the manager failed to conduct 1:1 meeting on or after the days set, the e-mail notifications will continue to be sent every four days, until the manager conducts the 1:1 meeting.

In Admin Center, under "E-Mail Notification Templates Settings" page the "Conduct 1:1 Meeting Reminder Notification" should be enabled for this to trigger an e-mail notification.

Trigger reminder notification to employee if number of days since last activity creation are equal to or greater than

This notification can be set to remind employees that do not record an activity in the set number of days to add activities in the system. When the employee did not record an activity on or after the days set, the notifications will be sent every four days, until the employee records an activity.

In Admin Center, under "E-Mail Notification Templates Settings" page the "Activity Reminder Notification" should be enabled for this to trigger an e-mail notification.

Trigger reminder notification to employee if number of days since last achievement creation are equal to or greater than

This notification can be set to remind employees that do not record an achievement in the set number of days to add achievements in the system. When the emplyee did not record an achievement on or after the days set, the notifications will be sent every four days, until the employee records an activity.

In Admin Center, under "E-Mail Notification Templates Settings" page the "Achievement Reminder Notification" should be enabled for this to trigger an e-mail notification.

Please also note the following:

For the number of days, you must set a value either equal to or greater than 1. Negative or decimal numbers are not permitted.

Tfour-day interval is fixed and it cannot be changed.

When any of the above is configured, you will get both To Do notifications and e-mail notifications.